Posted by invest8912 > 2023-06-14 10:47 | Report Abuse

I think market overreacted on the news. If not mistaken, the factories in Melaka and Johor is not part of the listed Panasonic Manufacturing.

Posted by fong7 > 2023-06-15 10:47 | Report Abuse

panamy is very bad on investors relationships. Not much news after such big news and share price big dropping.
does anyone know what is the website of panamy with its IR (investors relationship) link?

Posted by invest8912 > 2023-06-15 14:39 | Report Abuse

@fong7
https://pmma.my.panasonic.com/investor-relations/ir-contacts/

Posted by fong7 > 2023-06-16 09:59 | Report Abuse

@invest8912
Thanks for the link. In the announcement articles, it only said Shah Alam II factory was closed down. In About->Plants, it stated there are only two plants left now, Main and Shah Alam (I). Not sure about the capacity ratio of the closed plant. If they are equal ratio, revenue could drop by 1/3, that's very serious.

Posted by Junichiro > 2023-06-19 15:47 | Report Abuse

I think they are shifting part of their manufacturing to lower cost countries e.g. Laos, Vietnam ..... (they already have factories there) and importing them back to M'sia and selling those products here.

Posted by dompeilee > 2023-06-21 15:12 | Report Abuse

dompeilee

dompeilee

SOLD a bit too hurriedly @ 24.36 because I bought in on margin @ 22.52 then got shocked when it sailed up to 26....now at least I'm not paying interest on this dumb stock anymore lol

2 months ago

Bought back Panamy @ 22.32 this morning, lower than my original entry in preparation for the Sep dividend!

1 month ago

Averaged down Panamy in the 19.30s this morning.

Posted by dompeilee > 2023-06-22 15:00 | Report Abuse

=) At least my initial re-entry not losing so much

Posted by bingoman > 2023-06-22 15:04 | Report Abuse

lucky last 2 week got top up at RM 18.70, if can reach rm 22 then sold abit

Posted by pang72 > 2023-06-23 15:16 | Report Abuse

Wow.. Dumb monkey bought the Japan porn stock till da tory closing..
REAL dumb

Posted by pang72 > 2023-06-27 10:12 | Report Abuse

Epf start another big cap dumping after dlady..

Posted by pang72 > 2023-06-27 10:39 | Report Abuse

https://www.sinchew.com.my/20230627/%e5%a4%a7%e9%a9%ac%e4%bc%8a%e9%93%b6%e7%bb%8f%e6%b5%8e%e5%ad%a6%e5%ae%b6%ef%bc%9a%e9%9c%80%e8%a7%a3%e5%86%b3%e8%96%aa%e9%87%91%e5%92%8cepf%e5%ad%98%e6%ac%be%e4%b8%8d%e8%b6%b3/

Posted by pang72 > 2023-06-27 10:40 | Report Abuse

Cash out stock market to pay dividend.....

Posted by dompeilee > 2023-07-04 11:28 | Report Abuse

Cantik Cantik...market down, Panamy UP =)

Posted by kk7198 > 2023-08-12 08:30 | Report Abuse

Not bad, still above RM20.00

Posted by dompeilee > 2023-08-17 16:28 | Report Abuse

This dumb-dumb EPF & dumb2 pang72...sell like crazy also cannot prevent the price from RISING smartly since I averaged down @ 19.34!🤗

Posted by dompeilee > 2023-08-22 16:58 | Report Abuse

Hah! Number THREE in the TOP GAINER list 2day...ON TOP of recent stunning upmoves! Profit up 78% on previous yr qtr...Diddly diddly pang72sai 💩lost his tongue in Panamy thread... diddly diddly!🤣😂😅

Posted by dompeilee > 2023-08-23 17:06 | Report Abuse

On a down DOWWWNNNN day, Panamy upgrades from 3rd Top Gainer to tied-2nd TOP GAINER again...actually de facto top gainer with MCement coz Allianz-PA is illiquid & unrealisable @ these low volumes✌✌

Posted by 4ever5 > 2023-09-05 18:42 | Report Abuse

Bought in today at $21.00
Collecting it for long term dividend payout

Posted by dompeilee > 2023-09-06 16:40 | Report Abuse

SOLD 2/3 of my Panamy stake @ $21.15 average(since my cost has been dragged down to $20.40), knowing that the price will overadjust on the downside on the ex-divvy date tomorrow....Thanks for 765 days in a row of at least one capital gain...on a special Anniversary!

Posted by ivanlau > 2023-10-05 18:24 | Report Abuse

Today closing 18.04, consider undervalue now . It is time to enter ..........

Posted by EngineeringProfit > 2023-10-05 18:37 | Report Abuse

Interesting.....

Posted by 4ever5 > 2023-10-15 00:13 | Report Abuse

Early October,add up again at $18.5 to average down the cost. . Good time to collect during bad times. and this stock will definitely comeback when market is good. trust the past track record.
i will come back when it happen to drop to $16.

Posted by 4ever5 > 2023-11-23 22:38 | Report Abuse

OKay, i collected again at $17.90 yesterday. see you in 2024

Posted by 4ever5 > 2023-12-30 14:56 | Report Abuse

https://www.coolingpost.com/world-news/panasonic-opens-ac-rd-centre-in-malaysia/
to all the investor who interest to read. Management are expecting a new product water-related launch in 2024, i personally think it is water heater since they build this huge R&D lab for it.

Posted by 4ever5 > 2024-02-29 00:12 | Report Abuse

Continue collecting it at open market tomorrow at $18, cheers. Secure a 7% dividend stock with potential capital gain.

Posted by 4ever5 > 2024-03-11 23:38 | Report Abuse

Go through past 2 years quarter report again, note that the PB is only 1.38 which indicate 40% discount ratio compare to 5 year median PB. ROE is standing at 10. One good sign is the cashflow has become positive since 2023 and current high interest rate will lead to higher finance income. There should be no restructuring cost incur for upcoming QR because of the termination on rice cooker. My bold prediction is that Q4Y23 profit around 20mil. Once investor realize the dividend is high with positive cashflow, this stock will finally move. i am so bullish and excited to wait for next QR. I have consistently collecting this and it take 30% of my portfolio now.

Posted by 4ever5 > 2024-03-11 23:56 | Report Abuse

At current price 17.84, i think the downside is really low, this is a defensive stock and it require a lot patient to wait. It may take 6-1years with the support of good quarter result to reflect its TRUE value. Invest this like putting in FD but with better rewards. Happy investing =D

Posted by 4ever5 > 2024-04-02 22:38 | Report Abuse

Finally a respectful teacher, GP Chen has highlight on this stock and i totally agree to him.
Am i still talking to the moon, or you ready to join me?

Posted by KINGV > 2024-04-03 11:37 | Report Abuse

I have been collecting this counter for its coming dividend and its coming QR report which I think should be favorable. The company has big liquid assets which will bring in a high investment income in this higher interest regime. The other thing to note is that the price of input like iron ore (indirect) has drop quite substantially . I think this counter price could go much higher if there is restraint of selling by EPF.

Posted by ivanlau > 2024-04-05 23:43 | Report Abuse

--------- quote -------

ivanlau

Today closing 18.04, consider undervalue now . It is time to enter ..........

2023-10-05 18:24
-------- unquote ------
Today closing 19.54 !!!

Posted by 4ever5 > 2024-04-28 11:26 | Report Abuse

Volume is coming back to this stock, mean some people has been collecting it.
this stock should value at $23 if the next quarter4 can achieve 15-20mil profit. If stock doesnt move up, its ok because div yield is more than 7%. Let's wait and see

Posted by 4ever5 > 2024-05-04 11:58 | Report Abuse

KWAP last buying Panamy share on Jun-2021 until yesterday(2-May 2024), KWAP start to purchase Panamy share again. Is Panamy really undervalued at this price $19 ?

Posted by ooihk899 > 2024-05-05 19:03 | Report Abuse

FY2025 Q1 should be good for Panamy.

https://www.sinchew.com.my/news/20240505/international/5583990
https://www.kwongwah.com.my/20240504/%e4%ba%9a%e6%b4%b2%e7%83%ad%e6%b5%aa%e5%88%9b%e7%ba%aa%e5%bd%95-%e7%a9%ba%e8%b0%83%e9%9c%80%e6%b1%82%e6%bf%80%e5%a2%9e%e8%87%b4%e7%94%b5%e5%8a%9b%e4%b8%8d%e8%b6%b3/

Posted by paperplane > 2024-05-20 10:11 | Report Abuse

after so many years finally back into 20

Posted by Biggmoney > 2024-05-27 15:45 | Report Abuse

Gotta hold on this very very tight for few years to come

Posted by 4ever5 > 2024-05-27 22:34 | Report Abuse

Q4 usually is a weak Quarter for Panamy. let's hope it has YoY growth, with better finance income and absence of restructing cost.
Regarding the new water-related product, anyone has information about this?

Posted by kimchuant8 > 2024-05-30 21:58 | Report Abuse

Final dividend rm1.21

Posted by 4ever5 > 2024-05-30 22:26 | Report Abuse

Finally QR released! meet my expectation definitely! FY2024 would be an improvement of 55% compare to FY2023 if we exclude the one-time insurance claim in FY2023 amounting $22m due to flood incident. Dividend also increases compare to FY2023. near to 7% dividend.
Keep this stock like you put it into FD, but with higher dividend yield and potential capital gain. The chances for this stock to drop further is really low.
i hope this stock keep low profile like this to allow me collect more.

Posted by EngineeringProfit > 2024-05-30 22:27 | Report Abuse

Interesting

Posted by dompeilee > 2024-05-31 09:13 | Report Abuse

dompeilee

SOLD 2/3 of my Panamy stake @ $21.15 average(since my cost has been dragged down to $20.40), knowing that the price will overadjust on the downside on the ex-divvy date tomorrow....Thanks for 765 days in a row of at least one capital gain...on a special Anniversary!

2023-09-06 16:40

Bought BACK the Panamy I SOLD @ $21.15 just b4 the last Sep ex-divvy for $20.20 to catch the NEXT dividend!!!🤗

Posted by James_Bond > 2024-05-31 10:07 | Report Abuse

Don’t be fool by the news! In the future, xiaomi electric will take over the market share! Xiaomi has the ecosystem, all in one touch, starting from smartphone, TV, washing machine, air conditioner/ purifier till Xiaomi car!

Posted by James_Bond > 2024-05-31 10:08 | Report Abuse

Panasonic sunset business soon!

Posted by ooihk899 > 2024-05-31 11:14 | Report Abuse

Aiyoyo Bond Bond boy, your house got full set of Xiaomi appliances ar?
Your EV also Xiaomi ar? Can show us or not?
Xiaomi or How Siaw mi? 😄😁😂🤣

Posted by James_Bond > 2024-05-31 12:21 | Report Abuse

Hello, smart investors look to the future! If you don’t look to the future, your investments are destined to fail! I m staying in Shanghai, my house equipped with all xiaomi devices including my SU7 car! Haha!

Posted by ooihk899 > 2024-05-31 12:36 | Report Abuse

Aiyoyo, we got a Smart Bond Bond Boy here lo!!!😛😜😝
Show us the picture la, Bon Bon Boy dun just TKLSS.
Smart investor why no goreng ShangHai stock, in KLSE for what?
Want to buy lo sell Hi is it? 😆😁🤣

Posted by James_Bond > 2024-05-31 14:21 | Report Abuse

Ooi please buy more and face the music for not listening!

Posted by James_Bond > 2024-05-31 14:28 | Report Abuse

Not sure what is your trading technique… ppl should hv bought this share at 17+ for bottom fishing and sell above 20! Buy above 20 gonna place you at point without safety margin!

Posted by ooihk899 > 2024-05-31 14:43 | Report Abuse

How did you know I bought at 20???🤣🤣🤣
You use How Xiao tech to check my buy in price is it? Wakakakaka.
He thought all waterfish like him, now only want to chase just like him?
Wakakaka.😆😁😂🤣

Posted by ivanlau > 2024-05-31 23:45 | Report Abuse

------ quote ----------

Stock: [PANAMY]: PANASONIC MANUFACTURING MSIA

1 month ago | Report Abuse

--------- quote -------

ivanlau

Today closing 18.04, consider undervalue now . It is time to enter ..........

2023-10-05 18:24
-------- unquote ------
Today closing 19.54 !!!
--------- unquoted --------
Today closing 20.20 !!!

Posted by 4ever5 > 2024-06-01 19:32 | Report Abuse

Hi JamesBond. Thanks for pointing out. first of all, your first intention to drop comment in Panamy, does it mean you are interest in this company? else there are 900+ other company for your choice.
I will share what i know about panamy. Panamy is mainly focus on LSAC and HVAC product only. You mentioned about smartphone, TV, washing machine, air conditioner/ purifier. Non of them are related to Panamy. Key product from Panamy is Vacuum cleaner, bathroom water heater and fan. so far, they are still the market leader for water heater and the fan especially their KDK ceiling fan ( KDK is actually owned by panasonic).
In the past 3 years, Panamy revenue was affected by covid, flood incident and follow by the termination on rice cooker. this resulted the revenue dropped and lead to stock price drop from $30 to $18. That is why, my own opinion that now it is reflecting undervalue in the stock price because the revenue and profit has been improving Y-o-Y. and the restructing operation has done. having say that, now it provide a more clear outlook, with a better dividend return and also potential price return to $25-30. it is about the risk and reward, those who has higher risk appetite, can go for datacenter theme and chase high. for those low risk investor, Panamy is a safer and defensive stock with potential capital gain.